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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,555 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,710 | $59,805-95.5% | $79,550-96.6% | $68,494-96.0% |
| Participation rate | 98.5% | 61.1%+37.4pp | 69.5%+29.0pp | 67.9%+30.6pp |
| Annual return | -20.57% | -12.30%-8.3pp | 0.16%-20.7pp | -7.84%-12.7pp |
| Employer contribution / active EE | $666 | $1,505-55.7% | $2,413-72.4% | $2,596-74.3% |
| Participant deferral / active EE | $4,165 | $3,024+37.7% | $3,985+4.5% | $4,027+3.4% |
| Admin fee / account holder | $25 | $4,835-99.5% | $6,832-99.6% | $5,403-99.5% |